Large Cap Equity Mutual Fund Schemes – Tracking the Analysis -II

For the previous posts to understand the analysis, the links to be used are given below https://ranganathanstreetblog.com/2020/05/13/large-cap-equity-schemes-tracking-the-analysis/ https://ranganathanstreetblog.com/2020/04/19/large-cap-equity-schemes-an-analysis/ I have taken 3 periods to track the study done earlier. One year, returns since March 23, 2020 (Black Monday ? :-)), returns since April 17, 2020 (the day the analysis was done). Here is the latestContinue reading “Large Cap Equity Mutual Fund Schemes – Tracking the Analysis -II”

“Predictions” – Should we learn to predict ?

As human beings we have the unending urge to know the future. Many practitioners of predictions thrive because of our urge to know “what next”. Stock markets are no different when you talk of predictions. Many of my friends believe the predictions given by the specialists and take an effort to convince me to buyContinue reading ““Predictions” – Should we learn to predict ?”

The decade that was… Large caps – A perspective – Part 1

“What goes up must come down” – Sir Isaac Newton The above chart just reminds us of Newton’s quote. This chart adds “vice versa” to Newton’s quote ! A decade is for sure long enough to analyse performance of a mutual fund scheme. The challenge with every analysis is to avoid confirmation bias, as weContinue reading “The decade that was… Large caps – A perspective – Part 1”

Mid cap funds – An analysis

Scheme characteristics : As per the categorisation and rationalisation of mutual fund schemes prescribed by SEBI, mid cap scheme is one where “minimum investment in equity & equity related instruments of mid cap companies-65% of total assets”. In general, an open ended scheme which predominantly invests in mid cap stocks. Mid cap universe is also definedContinue reading “Mid cap funds – An analysis”

Large Cap Equity Schemes – Tracking the Analysis

https://ranganathanstreetblog.com/2020/04/19/large-cap-equity-schemes-an-analysis/ The above analysis was done in April 17, 2020. How the schemes have performed since then ? Here are a couple of snapshots. The idea is to check how the analysis played out. IDFC Large Cap & PGIM India Large Cap have done well during this period. Whereas BSE 100 has lost close toContinue reading “Large Cap Equity Schemes – Tracking the Analysis”

Large cap equity schemes an analysis :

Scheme characteristics : As per the categorisation and rationalisation of mutual fund schemes prescribed by SEBI, large cap scheme is one where “minimum investment in equity & equity related instruments of large cap companies should be 80% of total assets”. Large cap universe is also defined clearly, which is 1st to 100th company in termsContinue reading “Large cap equity schemes an analysis :”

Questions need not always be answered ?

Roads have become cleaner than in the past. Social distancing has given a push to better discipline. Air quality has improved a lot. Noise is less. Twenty four hours seem more than what I used to feel. Many were craving for these, in the past. But for a pandemic, we could have taken any otherContinue reading “Questions need not always be answered ?”

The Rear View…

The Coronavirus triggered lockdown for 21 days made me to look back at similar crises that I could remember. There are many suggestions that are WhatsApp forwarded, helping the clueless to spend these 21 days at home, while socially distancing oneself. An article by Yuval Noah Harari inspired me to take a look at theContinue reading “The Rear View…”

Gold, Real Estate & Mutual Funds – We behave differently !

These days, the debate is between active management and passive management.  Without doubt, a worthy debate.  But there are other interesting findings that demand our attention.  I had observed on many occasions that there is a huge gap between returns delivered by an equity mutual fund scheme and the returns realised by unit holders.  IfContinue reading “Gold, Real Estate & Mutual Funds – We behave differently !”

Wimbledon 2019, Simpson’s paradox and Investing

It was 14th of July 2019.  Novak Djokovic was fighting Roger Federer in the final of Wimbledon 2019.  There were many predictions by former champions and commentators, earlier in the day.  Few of them favoured Roger and few predicted Novak would triumph.  But most of the predictions were for a five setter.  Novak was theContinue reading “Wimbledon 2019, Simpson’s paradox and Investing”